Franklin India Balanced Advantage Fund Direct · Growth
Fund vs NIFTY 50
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -0.23 | 0.57 | 55.4% | 52.2% | -0.7% | -5.6% |
| 3 Years | +4.54 | 0.50 | 53.4% | 43.4% | 11.7% | 7.9% |
| 5 Years | +2.15 | 0.49 | 52.6% | 43.2% | 8.2% | 5.6% |
| 7 Years | +0.54 | 0.49 | 52.6% | 43.2% | 5.8% | 4.0% |
| 10 Years | -0.65 | 0.49 | 52.6% | 43.2% | 4.0% | 2.8% |
| 12 Years | -1.10 | 0.49 | 52.6% | 43.2% | 3.3% | 2.3% |
| 15 Years | -1.55 | 0.49 | 52.6% | 43.2% | 2.7% | 1.8% |